Wealth Management Assistant

The Client Services role involves supporting the wealth business and occasionally assisting the group's subsidiary businesses. Rather than having separate teams for different services, everyone in Client Services handles a variety of tasks, offering a great opportunity to gain broad experience in the financial services industry. The role calls for strong...

Concept Wealth Holdings Mzansi is seeking a skilled Business Development Manager to join our team. As a key member of our sales team, you will be responsible for driving growth and developing new business opportunities.Main Responsibilities:Identify and pursue new business opportunities.Build strong relationships with clients and partners.Maintain accurate...

Are you ready to embark on a rewarding career in the financial services industry? Our Client are seeking a motivated and detail-oriented Wealth Adviser Assistant to join Their prestigious, forward-thinking financial services firm. This is your chance to work with a team of experienced professionals and make a real impact on clients' financial futures.The...

About CrayonCrayon, a renowned global financial services company, has been providing quality financial advice and wealth management solutions to international expatriates since 1998. They have received awards and recognition globally and locally for excellence in client services and continue to work towards implementing client-centric solutions.Your Job...

About the RoleThe Recruitment Council is seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for developing and designing client value propositions that meet the needs of our clients in the Wealth Management industry.You will work closely with our marketing team to ensure that our products and services are...

Wealth Management OpportunityLandbank . S.A. is seeking an experienced Wealth Management Specialist to join our team. The successful candidate will be responsible for driving business growth, identifying new opportunities, and forging strategic partnerships.The ideal candidate will have a strong understanding of market trends, competitive landscape, and...

Jse Limited is seeking an experienced Wealth Management Specialist to join its dynamic team. The successful candidate will have expertise in advising clients on various financial products and services, including wealth management, retirement planning, and investment solutions.Responsibilities:Delivering high-quality financial services to clientsMaintaining...

Key ResponsibilitiesMarket and sell the Bank's deposit products to achieve monthly sales targets.Provide expert advice on wealth management solutions and transactional banking services.Foster strong relationships with clients to ensure customer satisfaction and retention.

We are looking for a UHNW Wealth Management Advisor to provide holistic and appropriate solutions in meeting clients' needs. The successful candidate will possess excellent communication skills, a strong understanding of the wealth management industry, and the ability to build strong relationships with high net worth clients.About the RoleTo develop,...

About the JobThis is an exciting opportunity for a highly motivated and experienced Platform Relationship Manager to join our team. The successful candidate will be responsible for managing relationships with all local and offshore fund managers, stockbrokers (PSP providers) and Discretionary Fund Managers, from a Wealth local and international platform...

We are seeking a highly skilled and experienced Executive Independent Financial Advisor to join our team at 1.618 Financial Services.In this full-time hybrid role, you will be responsible for providing personalized financial advice to clients, developing financial plans, managing client's investment portfolios, conducting market research, and staying...

About UsFNB Namibia is a leading provider of financial services, dedicated to helping individuals and businesses achieve their financial goals. We are seeking a talented Wealth Advisory Services Consultant to join our team, who will be responsible for providing expert advice on wealth management and investment strategies to high net worth clients.Key...

Job title : Private Wealth Banker (FAIS)Job Location : Gauteng, PretoriaDeadline : April 19, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo build and maintain professional business relationships across a portfolio of Private Wealth clients, by achieving financial targets, proactively acquiring new clients, and improving...

Direct message the job poster from Concept Wealth Holdings MzansiDevelopment Manager Concept Institute of Learning / Financial AdviserAt Sanlam, we are intent on bolstering our adviser footprint to better service the South African population. A wealth of resources and support will be available to ensure you are successfully vested as a financial...

At Concept Wealth Holdings Mzansi, we are committed to expanding our presence in the South African market. Our goal is to provide top-notch support to ensure your success as a financial advisor.Key Responsibilities:Build and maintain a client base.Deliver expert advice to clients.Develop a profitable practice.Benefits of working with us:Ongoing assistance to...

We're looking for someone who can:Provide expert advice on wealth creation and accumulation to Private Banking clients.Drive sales growth and client retention through effective money management.Maintain up-to-date knowledge of financial services solutions.Contribute to profit growth by effectively managing the leads pipeline.Meet quality and deadline...

Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management.Act...

time left to apply End Date: February 28, 2025 (3 days left to apply)job requisition id R29406Job DescriptionTo assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new...

We are seeking an Investment Consultant to craft passionate partnerships with our network of independent financial advisors (IFAs).About UsMomentum is a leading financial services provider that has been serving South Africans since 1966. We pride ourselves on our entrepreneurial spirit and innovative culture.Role PurposeThe successful candidate will be...

Are you a high-performing sales professional in the Wealth Management, Private Banking, or related fields, looking for an exciting opportunity to take your career to the next level?We have an incredible expat role based in the beautiful island nation of Mauritius, offering attractive compensation and growth potential for the right candidate.Role &...